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NVIDIA Corp (NVDA)

Semiconductors and Semiconductor Equipment
Tecnología
growth
cíclico

NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally. The Compute & Networking segment includes its Data Centre accelerated computing platforms and artificial intelligence solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms; and DGX Cloud computing services. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating industrial AI and digital twin applications. It also customized agentic solutions designed in collaboration with NVIDIA to accelerate enterprise AI adoption. The company’s products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, consumer internet companies, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.

Precio Actual

$182.41
-0.53% vs día anterior

Capitalización

4.4T

Desviación

+54.39%

Y/Y Growth

31.9%

EBIT Margin

65.9%

ROIC

63%

PEG Ratio

0.63

ROE

49.7%

3Y EPS Growth

47.5%

Dividend Yield

0.02%

Net Debt / EBITDA

-0.4x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
15.4%
CAGR EV/FCF (2025):
-35.2%
CAGR Prom.:
16.4%
CAGR P/E:
16.6%
CAGR EV/EBITDA: 15.9%
CAGR EV/EBIT: 17.5%
Precio de compra para +15%:
$164.04

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
30x
(Fair: 103x)
EV/FCF
30x
EV/EBITDA
24x
EV/EBIT
26x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
45x
Fair P/E
103x
CAGR EV/FCF
Tu Múltiplo: 30x
15.4%
25.1%
47.7%
CAGR P/E
Tu Múltiplo: 30x
16.6%
26.4%
49.2%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-86.57%
Media vs. Gold
+85.82%
Media vs. Bono USA 7-10y
+101.31%
Media vs. Bono USA 1-3y
+100.76%
Media vs. Bono USA 20+y
+102.89%
Media vs. Dow Jones
+89.39%
Media vs. S&P 500
+86.52%
Media vs. NASDAQ 100
+81.10%
Media vs. MSCI World
+89.14%
Media vs. Russell 2000
+91.01%
Media vs. STOXX Europe 600
+95.32%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento NVDA
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
31.88%-1.40%+33.29%57.46%-25.58%4.29%+27.59%0.99%+30.90%0.69%+31.20%13.12%+18.76%16.85%+15.04%22.29%+9.60%20.22%+11.67%12.99%+18.90%13.34%+18.55%
2024
178.78%110.77%+68.01%26.96%+151.83%-3.73%+182.51%0.05%+178.73%-11.17%+189.95%12.80%+165.98%24.01%+154.77%30.78%+148.00%17.88%+160.90%10.80%+167.98%5.50%+173.28%
2023
245.81%153.66%+92.15%11.76%+234.05%-0.15%+245.96%0.98%+244.83%-2.54%+248.35%13.74%+232.07%24.73%+221.08%44.52%+201.29%21.92%+223.89%15.78%+230.03%11.67%+234.14%
2022
-51.49%-65.23%+13.73%0.78%-52.27%-15.93%-35.56%-5.00%-46.50%-31.00%-20.49%-9.40%-42.10%-19.95%-31.54%-33.89%-17.60%-19.70%-31.80%-22.50%-28.99%-13.29%-38.21%
2021
124.33%60.33%+64.00%-6.24%+130.57%-4.15%+128.48%-0.98%+125.32%-5.94%+130.27%20.23%+104.10%28.79%+95.54%23.20%+101.13%21.22%+103.11%15.39%+108.95%21.66%+102.67%
2020
117.67%301.93%-184.26%23.90%+93.76%8.33%+109.34%2.02%+115.65%15.12%+102.54%6.02%+111.65%15.29%+102.37%41.75%+75.92%12.94%+104.73%18.48%+99.18%-4.64%+122.31%
2019
72.43%88.85%-16.42%17.78%+54.66%5.55%+66.88%1.20%+71.24%10.91%+61.52%21.91%+50.52%28.34%+44.10%34.60%+37.83%25.23%+47.21%23.05%+49.38%23.42%+49.02%
2018
-32.93%-71.79%+38.86%-3.12%-29.82%-0.97%-31.96%-0.24%-32.69%-3.17%-29.76%-6.03%-26.90%-7.01%-25.92%-5.30%-27.63%-11.16%-21.77%-13.00%-19.94%-13.42%-19.51%
2017
89.80%1,184.56%-1,094.76%11.93%+77.87%0.76%+89.04%-0.63%+90.43%6.03%+83.77%24.33%+65.47%18.42%+71.39%27.16%+62.65%19.45%+70.35%12.45%+77.35%7.16%+82.64%
2016
229.63%109.91%+119.72%6.53%+223.10%-1.15%+230.78%-0.02%+229.65%-1.91%+231.54%15.24%+214.39%11.24%+218.39%9.79%+219.84%6.53%+223.10%22.42%+207.21%1.33%+228.30%
Media100.59%187.16%-86.57%14.77%+85.82%-0.71%+101.31%-0.16%+100.76%-2.30%+102.89%11.20%+89.39%14.07%+86.52%19.49%+81.10%11.45%+89.14%9.59%+91.01%5.27%+95.32%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
11/27/202531.9%65.9%-0.4x30x(103x)30x24x26x$118.15$191.81$258.96$293.86$329.94
11/26/202538.4%65.9%-0.4x33x(103x)33x30x27x$129.74$210.64$284.40$362.60$462.30
11/3/202531.9%63.8%-0.4x35x(72x)35x30x27x$131.79$200.56$252.86$307.90$374.91
10/15/202529.1%64.5%-0.4x35x(67x)35x30x27x$131.50$197.88$244.43$290.01$344.09
10/8/202528.9%64.5%-0.4x35x(66x)35x30x27x$131.45$197.66$243.69$288.40$341.31
9/24/202528.1%64.4%-0.4x35x(65x)35x30x27x$130.43$195.36$237.08$279.14$328.67

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 10 años.

Dividend Yield Actual
0.02%
Basado en 2025
Crecimiento Promedio
12.98%
CAGR últimos 10 años
Años Consecutivos
1
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2025
Actual
$0.03+50.00%
2024$0.02+0.00%
2023$0.02+0.00%
2022$0.02+0.00%
2021$0.02+0.00%
2020$0.02+0.00%
2019$0.02+100.00%
2018$0.01+0.00%
2017$0.01+0.00%
2016$0.01-
CAGR de Dividendos (2016 - 2025)
12.98%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2023
+245.81%
📉Worst Year
2022
-51.49%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

80%
8 of 10 years positive
Consistent Outperformer
Consistency ScoreExcellent
0%50%70%100%

NVDA has demonstrated exceptional consistency with positive returns in 80% of years, qualifying as a Consistent Outperformer.